Adam Zimmerman (CRD# 4321709) is an Investment Advisor Representative working at Columbia River Advisors in Bellevue, WA and has over 23 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia River Advisors LLC | Tacoma, WA | Apr 2016 - Current | 8 |
| Blue Moon Wealth Advisory, LLC | Bellevue, WA | Sep 2014 - Apr 2016 | 1 |
| Summit Asset Strategies Wealth Management, LLC | Bellevue, WA | Jun 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- WA
-
Total Assets Under Management472MILLIONS
-
Total Number of Accounts1,049ACCOUNTS
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Average Account Value$449,822
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, FL, IN, MT, NC, OH, OR, WA, WI
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